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more true than when you saw facebook. when you look at apple i want to be able to buy a samsung phone. i want to buy something other than apple. i'm caught in the ecosystem. we had a conversation where i said i want to get the samsung galaxy in october but maybe i am better off getting the ipad mini because everything else is apple related. so i think you are getting to a point where the retail audience is a little bit fed up with the whole ecosystem running their life. >> that is a great point. i bought a samsung series 9 laptop and i bought a galaxy 3 s. i hate both of them. my whole family is locked into this ecosystem and i wanted to like this stuff. to your point you made a great point -- the piece was great. remember this is a hardware company for the most part here and there has never been a hardware company in the history of the world and you have been covering these that hasn't seen these margins come in at some point. how is samsung going to compete? they are going to compete on price price. >> one of the other points is it is not a big enough difference. i am still on the i
on hp. >>> we're all over the tech landscape. we'll meet the godfather of the samsung galaxy, the ceo of a company launching a new app. parents and teenagers should take notice. >>> also ahead, the ugs analyst cutting his outlook for iphone shipments. i know one of our producers went in the other day to get a 5. the first she can get it is october 19th, i believe. >> really? >> what is at stake for apple? >>> one more look at futures getting a little more back after five straight days down for the s&p. "squawk on the street" live from post 9 is back when we return. with the fidelity stock screener, you can try strategies from independent experts and see what criteria they use. such as a 5% yield on dividend-paying stocks. then you can customize the strategies and narrow down to exactly those stocks you want to follow. i'm mark allen of fidelity investments. the expert strategies feature is one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. ♪ [ male announcer ] introducing a reason to look twice. the entirely new lexu
the complaint as he always does. he'll have more at the top of the hour. and samsung will be allowed to sell its gallaxy it tablet in te united states. a court is removing a temporary sales ban on the twice. and samsung has filed a motion against apple saying that iphone 5 infringed on some of its patents. >> tit for tat. >> exactly. and boeing -- some words are for cable. i'd say probably -- >> tit for tat, there's nothing wrong with that. >> if you comfortable saying that. >> i am. >> you know how they cut everything romney says, they cut out all the stuff on both sides of it? all we'll have for you is saying it tit, tit. remember faber, remember what he said? >> yes. the work on his finger. and you let him -- >> no, he stopped right after -- >> he stopped right after you said you what? >> yeah, anyway, boeing engineers and technical workers -- >> who did we have on last week who had a fluffer? >> a fluff off line of clothes. >> right, lululemon. >> is it not lululemon? >> in france it is. >> yeah, it is. what's happening here? the workers are voting to reject the pay offer from boeing. talks
to happening is apple, with the fight with samsung, apple has to say, listen, we're done with samsung. we're switching all of the business to intel. until they do that, you are flogging a dead horse, my friend. you're just going to get that bond equivalent at 4%. is apple unstoppable? tonight's chart is cut to the core. he thinks it may be coming more than we had. if you want to take a bite, he's saying, wait for that pullback. look, i'm saying, stop already. get a little long as it comes in. okay? it's an investment for me. for him it's a treat. stay with cramer. >> announcer: coming up, seeing red. software supplier redhat has been making green for investors in 2012. but after reporting, the stock's in the red. is this your opportunity to buy or should the open source powerhouse no longer get your tip of the hat? cramer's earnings exclusive with its ceo is just ahead. now, that's what i call a test drive. silverado! the most dependable, longest lasting, full-size pickups on the road. so, what do you think? [ engine revs ] i'll take it. [ male announcer ] it's chevy truck month. now duri
. that could help on the margin. we think the android and samsung phones will do well. >> looking at the after hours market here, it seems to me that once that fails, the company hasn't said anything that's going to differentiate them. the ceo actually made a statement that they were working really hard at this trying to figure out how to keep this going. is there still a scenario that plays out where rim can continue for the foreseeable future? >> they generated some cash this quarter. they're doing a good job of controlling their expenses in the downcycle. i think things are going to get quite tough for them next year. of course, the make or break is going to be the upgrade cycle for blackberry 10. my best guess is that there's die hard blackberry subscribers. some will upgrade blackberry to blackberry 10 but you'll have a tough time stealing an apple subscriber or google subscriber with a blackberry 10 product. >> mark, a situation like this, what is the sum of the parts of this thing? they have 50% or so of their market cap in cash. you said they generated some cash even though they had lo
. you can nail down a samsung for $1300 all in. or you go with -- i've been shopping. for the most part i agree with the picture that bank of america paints with costco. the problem is with the stock. if bank of america is right and they are going to rally 10.5%. that is not enough upside for this guy. the analyst has been wrong. the guy has raised his price from 88 to 94. he tells you not to buy it but he gives a price increase. they think the rally will fizzle though. they know that they have been reinvesting for several quarters. that is something that the former ceo told us. he said we got to take price cuts or keep pricing down to satisfy the customer because the customer is right. bernstein points out that this is something costco has done. that means the company's margins probably won't be as strong as the customer is expecting and this stock could be hammered. the real clincher is what bernstein has to say about valuation. this is what worries me. bernstein points out that costco's stock to remain flat, would have to sell for 20 times earnings. listen to this. the moment that th
, but sharp shed nearly 4% despite a report on a financial life line from a major lender. samsung and hyundai led support, but other units tanked after the parent wanting holdings filed for a court receiver ship. meanwhile banks and miners helped the australian markets ending higher by half a percent. sensex higher by 0.1%. that's all from me. >> okay. thanks very much for all of that. >>> still to come, we'll be joined by bentley ceo about luxury demand and the need for speed as the brand gears up for more sport competition. bob... oh, hey alex. just picking up some, brochures, posters copies of my acceptance speech. great! it's always good to have a backup plan, in case i get hit by a meteor. wow, your hair looks great. didn't realize they did photoshop here. hey, good call on those mugs. can't let 'em see what you're drinking. you know, i'm glad we're both running a nice, clean race. no need to get nasty. here's your "honk if you had an affair with taylor" yard sign. looks good. [ male announcer ] fedex office. now save 50% on banners. >>> very nice day out this. >> you say no, i say yes.
. in south korea, samsung and hyundai assumed t hyundai supported the kospi. and index sensex heyer at the moment. back to you. >> mean while local reports suggest china security regulators been busying studying ways to increase sentiment. a possible dividend tax reduction. our next guest says she expects more policy experimentation, as well. jean, thanks very much for joining us. what do you think of this initial idea that we've got first of all about a dividend tax reduction? >> well, that may happen after the holiday period that's coming up this weekend. we've had a series of measures coming from the chinese regulators trying to boost market sentiment. in fact those measures have been announced in the last several months, we have had an increase in the participation of foreign capital, investing in asian market, we're seeing the csrt mandating dividend payment by chinese companies. we're also seeing a larger role in the asian market. in the last two day, the asian market did reasonably well in anticipation of more measures to come including perhaps a cut in the dividend cut and a
. but the kospi ended flat. losses in hyundai motor and samsung electronics ahead of its q3 earnings guidance. the company also officially added the iphone 5 in it patent battle. airlines rallied on expectations the u.s. visa waiver will boost air travel. we'll check in with the hong kong and india markets when they're back online tomorrow. >> okay, thanks very much indeed for that. let's show you where we stand just over an hour and a quarter into trade. just a little bit less for european stock markets. we are weighted to the down side. not by much. decliners outpacing advancers by a little bit less than 6:4. so ftse 100 currently down eight points, up 1.3% during the session. xetra dax fairly flat. cac 40 at the moment down a third up 2.4%. ibex up 0.2%. we saw spanish unemployment numbers. bond yields below 6%. they still are. yields lower again tomorrow, 5.83. ten year also heading lower at 5.1. not big move as considering a pretty good manufacturing ism numbers yesterday. still 1.62%. still down pretty low levels and certainly below where we were when the fed launched qe-3. euro dollar,
like. just take samsung. global mobile, smart phone provider. samsung's stock got hit with the apple lawsuit. doesn't apply to the galaxy s3. buy samsung today. we think it's a good long-term holding. >> even though most people think apple. >> but take intel. ten times earnings because people are nervous about pc shipments. intel has a data center business. it's got a 25% return on equity. or go overseas to europe. the eurozone stocks have been hit by the european crisis. vote-a-phone owns 45%. or take kia motors, the large auto company in korea. kia is taking share away from global competitors. even though the eurozone is under real pressure, kia has increased its sales 25% in europe last year by taking market share away there. are good companies generating strong cash flow, strong balance sheets that are taking market share. >> to me it just sounds like you're talking about comcast. don't you wish you recommended that at 19 or 20? >> we're not that worried about the ones that we missed. >> have you watched? >> yes, i have. >> great management. >> great nt
here is the the defensive strategy. it remains to be seen now that the iphone 5 is out and the samsung galaxy iii is out in the channel. >> all right, john. thank you so much. stock up big, 14% higher on r.i.m. up next, europe is a mess. the u.s. and china are slowing down. where is global growth coming from? bob hormats is with me. >>> then, it seems like a number of americans are learning a bad habit from washington. we'll tell you which one next. e, brochures, posters copies of my acceptance speech. great! it's always good to have a backup plan, in case i get hit by a meteor. wow, your hair looks great. didn't realize they did photoshop here. hey, good call on those mugs. can't let 'em see what you're drinking. you know, i'm glad we're both running a nice, clean race. no need to get nasty. here's your "honk if you had an affair with taylor" yard sign. looks good. [ male announcer ] fedex office. now save 50% on banners. ♪ [ male announcer ] this is karen and jeremiah. they don't know it yet, but they're gonna fall in love, get married, have a couple of kids, [ children laughing ]
founder steve jobs would have done? will it create end roads for rivals like google and samsung? jay thinks is this a troubling sign while roy says the issue really is minor. jay, this is more evidence for you that you feel apple's better days are behind them, yes? >> well, their best days were just when they invented the iphone and the ipad. i don't know how any company will have better days than that. i think they still have very good days ahead of them. i think this is a worrisome sign because it's software that's core to the company, core to the experience of the ipad and iphone. they had to get it right. they knew they couldn't screw this up. somehow they did screw it up. >> roy, you said tim cook did the right thing by apologizing and it's not such a big deal. tell us how you feel. >> definitely. when the original iphone 4 rolled out, steve jobs' immediate response was, you're holding the phone wrong. he got a lot of backlash. a few days later, they released bumpers to everybody. they admitted there was an issue. they changed it. obviously there was an error and they've fixed i
portfolio. but whether it is an iphone, or a great samsung galaxy 3, we have a great set of capabilities for our customers and they're going to only get better. >> let me close with a somewhat wonky question about what having a separately traded stock means for t-mobile. what does that allow you to do? what does it say about the future, and what, if anything, does it imply about what deutsche telecom's sort of plan might be for its stake in the company? >> that's a great question. deutsche telecom is committed to the u.s. market. look at this as deutsche telecom's saying. we're doubling down. we believe in the growth of the u.s. market. this market is so much more growing and profitable than european markets. they're in this deal very excited. but what it also does is when we need to respond, we can go and we can tab debt markets, we can tap equity markets to position ourselves, continue to grow in this great space. it gives us a lot of possibilities an as a great growth stock we think it is going to give investors another alternative and amongst other things, consumers who have been wai
. apple now its iphone 5, according to samsung, infringes on patents in a different suit. microsoft today look at biotext, bob talked about strength in health care today, certainly moving to biotext, 1% today. among the leader there is, i will lumina, london times reporting maybe it could get another bid from roche for a buyout. accord da they are rah put ticks joining the s and p 600 and gill jabbed on fire. >>> to the bond market and the pits and rick santelli is there hi, ricky. >> hi. watching the volatility plum net treasuries, a two-day chart of tenures are, side way, the ekg of a calm person, certainly not me. if you open this up to one-week chart, we have been in like a 4 1/2 basis point closing range, going nowhere quickly, hovering in the low 160s. hey, the reserve bank of australia cult rates. look at the intraday chart of the aussie versus the green back. see deterioration there a bit. if want to stick with the currency theme, look at the dollar index year-to-date. of course it got drilled when it expect spd qe 3, once it arrived, a bare uptick, very small, but close to 80. 80
have, i'll go buy a smartphone or tablet from amazon or apple or samsung instead and that will work just fine. that's something microsoft hasn't had to deal with in a very, very long time. >> let's drill down a little bit. what does that mean for the dells and the hewlett-packards of the world? are pcs going the way of the vcr and the eight-track? >> you're on the right track. in the '70s, you had mainframes and ibm was king of the hill. i worked at digital equipment corporation in the '80s where they said having computers the side of a building wasn't a right idea. digital equipment corporation took over. and then in the 1990s, you had these companies saying, maybe melissa lee wants a pc on her desk. and then you had companies like dell and hewlett-packard and compaq come up. now you're in the point where -- i just went to europe. i brought my tablet and my smartphone and that was good enough. you're seeing a transition to another event dominated by tablets and smartphones. and companies like dell and hp don't have good offerings in that territory. and microsoft is in that same cat
competing against the samsung galaxy note at this point. they're forced into that. so if i were a buyer, i would either buy google or i'd be a buyer of amazon and i would wait to see what happens with apple. i think it can go $50 or $60 lower before you see the run back up. >> brian kelly, the trade of late has been impressive, a dramatic rise. it's outperformed apple. you can see that on the chart. it tells a really good story. are you buying the story? >> certainly if you're buying the stock here, you've missed a good portion of the run. >> if you buy apple here, you've missed the run, too. >> we have something to shoot against. apple you have something to shoot against. you have the 650 level which it seems to be holding against that. you can buy apple here. and we just heard that there is a product cycle here. we have the ipad mini. we potentially have the apple tv coming in next quarter or the next year. and to me i'm not that worried about the margins. it's kind of like a king cut prime rib which bk likes to order and a queen cut which grass owe mig sgchlt grasso might want to order.
from that. because right now people are saying, let me get into that samsung line. it's the greatest -- >> and then a difficult story to read, nokia apparently considering selling their 55,000 square foot headquarters in finland, burning the furniture. i don't know if they have reached that point or not. >> it does feel like a citizen cain situation burning there. i don't understand. nokia is literally -- it's like someone called me on "mad money" and said, nok means no. not okay. not okay to buy. i mean, people keep wanting to come in and say, listen, this is the bottom of nokia. one of the major things i learned while working in my hedge fund is that stocks do stop at zero so you may get lucky here. >>> when we come back, he's known for his winning bet at subprime. what is kyle bass betting now? especially about japan? and we'll talk to david faber at the barefoot economic summit in texas. then -- >> cuff links, gold ones. >> not on our watch. >> lifelock kicking off a big week for ipos. we'll bring you the opening trade and talk to the ceo about his company's wall street debut. >>
%. but will next year's blackberry 10 help stop the loss of market share to companies like apple and samsung, thorsten heins will join us first on cnbc. >>> the fight for the swing states. senator rand paul hoping to bring libertarian and tea party voters into the romney camp. we'll ask him about his message to voters in battleground states just north of his like ohio. >>> and it's the final trading day of the third quarter. find out what's making you money and what's dragging your portfolio down in our sector spotlight. >>> the third hour of "squawk box" starts right now. ♪ what does that mean nothing going to break my stride nobody going to slow me down ♪ ♪ oh no i got to keep on moving ♪ >> welcome back. i don't know. welcome back to "squawk box" here on cnbc first in business worldwide, i'm joe kernen along with becky quick and andrew ross sorkin, and our guest host is bethany mclean, author "the smartest guy in the room" the account of record on the fall of enron and she's a cnbc contributor and -- >> and also her doubles are here, her most recent book. >> we had seamus on last
. you can't deny that at all. android is different. who owns android? who makes money? samsung. you can't talk about an android selling phones to carriers. it's lg and htc and motorola. a lot of them are not doing well in the android platform. and i think rim has a real shot by own iing their platform and software and having this loyal user who value the experience. they are going to come out of the gates with a strong couple quarters and win back market share. >> i mean you may be an app developer for all i know, but if you were one and you could only develop for one platform, would it be for blackberry? >> that's a good question. here's the thing. you're going to go where people are. there's two ways to look at it. there's a pint up demand on blackberry 10. and a lot of successful developers go to that. i know a lot of blackberry fans who made a lot of money on blackberries. and apple has more users. it could be an overnight success but there's a lot of stories you don't hear about who are spending a lot of money and not making any money and not getting the download. there's so much c
interface. steve did all of that exquisitely. >> almost sounds like you're coming down on the samsung lawsuits back and forth. everybody is suing everybody for i thought of it first, i came up with it the right way. >> that's the real problem in the high tech world is when you lose out in the marketplace you sue somebody. i wish we could get rid of all that crap. >> craig, stay where you are. julia, thank you for the report, very interesting stuff this morning. >> it is. >>> coming up more from craig barrett on the state of education and the future of america and later the first trading day of the fourth quarter ready to kick off on wall street. what's ahead this quarter and beyond with jeremy siegel. "squawk" is coming right back. customer erin swenson bought from us online today. so, i'm happy. sales go up... i'm happy. it went out today... i'm happy. what if she's not home? (together) she won't be happy. use ups! she can get a text alert, reroute... even reschedule her package. it's ups my choice. are you happy? i'm happy. i'm happy. i'm happy. i'm happy. i'm happy. happy. happy. h
Search Results 0 to 19 of about 20